Where HubSpot CRM fits
Choose it when a team needs a common record of customer conversations and opportunities.
Check before you choose
Check feature tiers and data export options before importing the full customer database.
Find the right edition
Start with the destination for your device or the publisher's website. Use the current requirements and terms there to confirm the edition you need.
Compare the workflow
A CRM should make ownership and next actions clear. Define your sales process before configuring a platform, and consider the work needed for import, training, integrations and offboarding.